+1.7%
OXY vs ENTG
+45.4%
-43.7%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.2% | -1.7% | +0.3% |
| 7D | +2.8% | +1.2% | +1.7% | +2.7% |
| 30D | +5.5% | -12.9% | +18.3% | +6.5% |
| 3M | +11.3% | -3.1% | +14.4% | +10.2% |
| 6M | +11.6% | +21.0% | -9.4% | +5.2% |
| YTD | +51.6% | +67.0% | -15.4% | +32.6% |
| 1Y | +36.2% | +68.6% | -32.4% | +17.8% |
| 3Y | +1.7% | +48.6% | -46.9% | -13.0% |
| All | +1.7% | +45.4% | -43.7% | -13.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ENTG.
Daily Out/Under-Performance
Portfolio return minus ENTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ENTG return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded ENTG wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling